Help CenterDispatch & riders

Create an allocation rule

Admin portalDispatch & ridersUpdated today

A rule says which orders it covers, and what to do with them: give them to a courier, to your drivers, or to the nearest drivers.

Before you start
  • Your role has Manage allocation rules.
  • Have your zones, drivers and 3PL partners set up.
1

Start a new rule

Press New rule. The form has three steps.

Allocation rulesSample screen
Allocation rules1New rule
2
1Basics2Conditions3Action
Basics
Riyadh North pickups
On
  1. New rule opens the rule form. A new rule is added at the bottom of the list.
  2. The step bar. Basics, Conditions and Action.
  3. Active. An inactive rule is saved but skipped when orders are allocated.
2

Say which orders it covers

Add conditions in the Conditions step.

Allocation rules › New ruleSample screen
✓Basics2Conditions3Action
Conditions
If
1Pickup zone ▾
2equals ▾
3Al Malqa, Al Yasmin
And
Merchant ▾
not equals ▾
Daily Dates Co.
4No conditions: the rule applies to every order.
  1. What to check. Merchant, service type, shipment type, order type (Food or Parcel), pickup city or zone, delivery city or zone, or hub.
  2. Equals or not equals.
  3. The values. Pick one or several. “Al Malqa, Al Yasmin” means either zone.
  4. An empty list means the rule applies to every order.
3

Choose the action: give the order to a courier

Use this to hand orders to a 3PL partner.

Allocation rules › New ruleSample screen
✓Basics✓Conditions3Action
Action
1
To a courier
To a driver
Proximity
SMSA ▾
PickupDeliveryBoth
  1. The action. Choose what the rule does: To a courier, To a driver or Proximity.
  2. Courier. The 3PL partner who gets the order.
  3. Leg. Pickup, Delivery or Both. The default is Both.
4

Choose the action: give the order to drivers

Name the drivers, or describe a pool of drivers with filters.

Allocation rules › New ruleSample screen
✓Basics✓Conditions3Action
Action · To a driver
Named driversPool
Riyadh North Hub ▾
Al Malqa, Al Yasmin ▾
Bike ▾
Both ▾
5
40
  1. Named drivers or a pool. Name the drivers one by one, or describe a pool with filters.
  2. The pool filters. Hub, zone, vehicle type and job types. Only drivers who match are used.
  3. Orders per turn. With several drivers the rule goes round robin: each driver gets this many orders before the next driver’s turn.
  4. Daily limit per driver. Optional. The most orders one driver gets from this rule in a day.
NoteWhatever the rule says, a driver is only chosen if the driver passes the checks: on duty, inside a shift, under the cash limit, the right job type, within capacity, and not suspended.
5

Choose the action: Proximity

Offer the order to drivers close to the pickup.

Allocation rules › New ruleSample screen
✓Basics✓Conditions3Action
Action · Proximity
3
BroadcastOne by oneForce assign
Off · not available with Broadcast
  1. Radius. From 0.5 to 50 km, measured in a straight line from the driver’s last location to the pickup point.
  2. Mode. Broadcast offers the order to every driver in the radius, and the first to accept gets it. One by one offers it to the nearest driver first, then the next after the offer timeout. Force assign gives it to the nearest driver with no accept step.
  3. Least busy first. Off by default. Among the eligible drivers inside the radius, the one with the fewest open orders comes first, and a tie goes to the nearest. It works with One by one and Force assign.
TipDrivers who have not reported their location within “Driver location is stale after” are left out.
6

Save the rule

Fleetics checks the rule against your other rules before it saves.

Allocation rules › New ruleSample screen
Save
1Overlaps rule 2 · Restaurant orders. You can still save.2Package rules already use SMSA. View package rules
Save rule
  1. An overlap warning names the rule above that also matches some of the same orders. You can save anyway: the rule higher in the list wins. Two active rules with identical conditions cannot be saved.
  2. View package rules. A package rule that names a courier is applied before any allocation rule. The link opens your package rules so you can check them.

Example: a rule called “Restaurant orders” with the condition Order type equals Food and the action To a driver, using a pool with the job type Food, sends restaurant orders to your food riders.

Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.

Common questions

Why can I not save my rule?

Two active rules cannot have identical conditions. Change the conditions of one, or make one inactive.

Can two rules overlap?

Yes. Fleetics warns you and names the other rule, and you can save. The rule higher in the list wins.

Where do I set the offer timeout?

In Settings, under Dispatch. See “Drivers and dispatch settings”.

Related guides

Allocation rulesHow an order gets its driverDrivers and dispatch settings
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On this pageStart a new ruleSay which orders it coversChoose the action: give the order to a courierChoose the action: give the order to driversChoose the action: ProximitySave the ruleCommon questions